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Reading the graph
Advisor at MARINER
Los Angeles, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Mariner | Bd affiliated wealth | Jun 4, 2026 | n/a | yes | Los Angeles, CA|Los Angeles, CA | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | May 20, 2025 | May 29, 2026 | no | NEW ORLEANS, LA|Los Angeles, CA | Previous registration |
| MANHATTAN WEST ASSET MANAGEMENT, LLC | Independent wealth | Aug 22, 2021 | Feb 5, 2024 | no | LOS ANGELES, CA | Previous registration |
| MORTON WEALTH | Independent wealth | Aug 24, 2020 | Jun 16, 2021 | no | CALABASAS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | Mariner | May 29, 2026 | Jun 4, 2026 | 6 | Firm change | Ibd to ibd |
| MANHATTAN WEST ASSET MANAGEMENT, LLC | NEWEDGE ADVISORS | Feb 5, 2024 | May 20, 2025 | 470 | Firm change after gap | RIA to ibd |
| MORTON WEALTH | MANHATTAN WEST ASSET MANAGEMENT, LLC | Jun 16, 2021 | Aug 22, 2021 | 67 | Firm change | RIA to RIA |